HR Document Library
EHM Admin ▸ HR Document Library
35
In the onboarding packet
14
In the offboarding packet
6
Gating documents
0
Retired
Documents — EHM maintains this catalog; clients draw from it in HR-2
| Document | Mode | Packet | Applies when | Due | Edition | |
|---|---|---|---|---|---|---|
| Global Test Notice 1789855812065 Federal · FED — Test | Hand out | Onboarding | Everyone | On day 1 | v1 2026-01-01 | |
| Global Test Notice 1789855887494 Federal · FED — Test | Hand out | Onboarding | Everyone | On day 1 | v1 2026-01-01 | |
| Form I-9, Employment Eligibility VerificationGatingOfficial form Federal · FED — USCIS · 8 U.S.C. §1324a | Sign | Onboarding | Everyone | On day 1 | 01/20/25 2025-01-20 | |
| Federal Form W-4, Employee's Withholding CertificateOfficial form Federal · FED — IRS · IRC §3402 | Sign | Onboarding | Everyone | On day 1 | 2026 2026-01-01 | |
| California DE 4, Employee's Withholding Allowance CertificateOfficial form California · CA — EDD · Rev. & Tax. Code / CUIC | Sign | Onboarding | Everyone | On day 1 | Rev. 56 2026-01-01 | |
| DMV Authorization for Release of Driver Record (INF 1101)Official form California · CA — DMV · Veh. Code (Employer Pull Notice) | Sign | Onboarding | Driving role | On day 1 | Rev. 10/21 2021-10-01 | |
| Offer of Employment / At-Will Acknowledgment California · EHM template | Sign | Onboarding | Everyone | Before the start date | v1 2026-01-01 | |
| Notice to Employee — Wage Theft Prevention Act (Labor Code §2810.5)Official form California · CA — Labor Commissioner · Labor Code §2810.5 | Hand out + sign | Onboarding | Non-exempt | On day 1 | Rev. 2025 2025-01-01 | |
| Employee Information & Emergency Contact Form California · EHM template | Sign | Onboarding | Everyone | On day 1 | v1 2026-01-01 | |
| Emergency Contact Designation — Arrest or Detention at Work (SB 294) California · EHM template · SB 294 (Workplace Know Your Rights Act) | Sign | Onboarding | Employee elects | On day 1 | v1 2026-01-01 | |
| Direct Deposit Authorization California · EHM template | Sign | Onboarding | Employee elects | On day 1 | v1 2026-01-01 | |
| Company Property Issued — Receipt California · EHM template | Sign | Onboarding | Everyone | On day 1 | v1 2026-01-01 | |
| Acknowledgment of Receipt — Handbook & Required Notices California · EHM template | Sign | Onboarding | Everyone | On day 1 | v1 2026-01-01 | |
| Voluntary Self-Identification of Protected Veteran Status (VEVRAA)Official form Federal · FED — OFCCP · VEVRAA (38 U.S.C. §4212) | Sign | Onboarding | Federal contractorEmployee elects | On day 1 | 2025 2025-01-01 | |
| Voluntary Self-Identification of Disability (OFCCP Form CC-305)Official form Federal · FED — OFCCP · OMB Control No. 1250-0005 | Sign | Onboarding | Federal contractorEmployee elects | On day 1 | Exp. 07/31/2029 2026-01-01 | |
| IIPP Acknowledgment of Receipt & TrainingGating California · EHM template · 8 CCR 3203 | Sign | Onboarding | Everyone | Before the start date | v1 2026-01-01 | |
| Workplace Violence Prevention Plan (WVPP) AcknowledgmentGating California · EHM template · SB 553 / 8 CCR 3342 | Sign | Onboarding | Everyone | Before the start date | v1 2026-01-01 | |
| Heat Illness Prevention AcknowledgmentGating California · EHM template · 8 CCR 3395 | Sign | Onboarding | Everyone | Before the start date | v1 2026-01-01 | |
| Health Insurance Marketplace Coverage Options Notice (ACA)Official formVia handbook ack Federal · FED — DOL model · FLSA §18B | Hand out | Onboarding | Everyone | Within 14 days of start | DOL model 2026-01-01 | |
| Workplace Know Your Rights Act Notice (SB 294)Official formVia handbook ack California · CA — Labor Commissioner · SB 294 | Hand out | Onboarding | Everyone | On day 1 | 2026 2026-01-01 | |
| Survivors of Violence & Family Members' Rights Notice (AB 2499)Official formVia handbook ack California · CA — Civil Rights Department · AB 2499 | Hand out | Onboarding | Everyone | On day 1 | 2025 2025-01-01 | |
| Sexual Harassment Fact Sheet (CRD-185)Official formVia handbook ack California · CA — Civil Rights Department · Gov. Code §12950 | Hand out | Onboarding | Everyone | On day 1 | CRD-185 2024-01-01 | |
| Workers' Compensation Time-of-Hire PamphletOfficial formVia handbook ack California · CA — DWC · Labor Code §3551 | Hand out | Onboarding | Everyone | By end of first pay period | DWC 2026 2026-01-01 | |
| Medical Provider Network (MPN) NoticeVia handbook ack California · CA — DWC / carrier · Labor Code §4616.3 | Hand out | Onboarding | Medical Provider Network | By end of first pay period | v1 2026-01-01 | |
| "For Your Benefit" — California's Programs for the Unemployed (DE 2320)Official formVia handbook ack California · CA — EDD · CUIC §1089 | Hand out | Both | Everyone | On day 1 | DE 2320 Rev. 2026 2026-01-01 | |
| Disability Insurance Provisions (DE 2515)Official formVia handbook ack California · CA — EDD · CUIC §2613 | Hand out | Onboarding | Everyone | On day 1 | DE 2515 Rev. 2026 2026-01-01 | |
| California Family Rights Act (CFRA) Notice & Fact SheetOfficial formVia handbook ack California · CA — Civil Rights Department · Gov. Code §12945.2 (CFRA) | Hand out | Onboarding | 5+ employees | On day 1 | CRD model 2026-01-01 | |
| Paid Family Leave (DE 2511)Official formVia handbook ack California · CA — EDD · CUIC §3307 | Hand out | Onboarding | Everyone | On day 1 | DE 2511 Rev. 2026 2026-01-01 | |
| Final Pay Summary & AcknowledgmentGating California · EHM template · Labor Code §§201-203 | Sign | Offboarding | Everyone | Immediately at separation | v1 2026-01-01 | |
| Return of Company Property — Receipt California · EHM template | Sign | Offboarding | Everyone | At separation | v1 2026-01-01 | |
| Exit Interview California · EHM template | Sign | Offboarding | Employee elects | At separation | v1 2026-01-01 | |
| Reference & Verification Release Authorization California · EHM template | Sign | Offboarding | Employee elects | At separation | v1 2026-01-01 | |
| COBRA / Cal-COBRA Election Form Federal · FED — plan administrator / carrier · COBRA (29 U.S.C. §1161 et seq.) | Sign | Offboarding | Group health offered | Within 60 days after separation | v1 2026-01-01 | |
| Severance & General Release Agreement California · Client's counsel · Civ. Code §1542 / OWBPA | Sign | Offboarding | Severance offeredCounsel-drafted | At separation | v1 2026-01-01 | |
| OWBPA Group-Layoff Disclosure Appendix Federal · FED — OWBPA · 29 U.S.C. §626(f)(1)(H) | Hand out | Offboarding | Layoff | At separation | v1 2026-01-01 | |
| Notice to Employee as to Change in RelationshipGating California · CA — EDD (sample) · CUIC §1089 / 22 CCR 1089-1 | Hand out | Offboarding | Everyone | At separation | v1 2026-01-01 | |
| Final Itemized Wage Statement California · Employer payroll · Labor Code §226 | Hand out | Offboarding | Everyone | At separation | v1 2026-01-01 | |
| Federal COBRA Model Election NoticeOfficial form Federal · FED — DOL / EBSA · 29 CFR §2590.606-4 | Hand out | Offboarding | Group health offered20+ employees | Within 14 days after separation | DOL model 2026-01-01 | |
| Cal-COBRA Information California · CA — insurance carrier · Health & Safety Code §1366.20 et seq. | Hand out | Offboarding | Group health offered2-19 employees | Within 30 days after separation | v1 2026-01-01 | |
| HIPP "Notice to Terminating Employees" (DHCS 9061)Official form California · CA — DHCS · DHCS 9061 | Hand out | Offboarding | Group health offered | At separation | DHCS 9061 2026-01-01 | |
| Cal-WARN Layoff / Closure Notice California · CA — Labor Code §§1400-1408 · Labor Code §§1400-1408 (SB 617) | Hand out | Offboarding | Layoff75+ employees | Within 60 days after separation | v1 2026-01-01 | |
| Meal-Period Waiver California · EHM template · Labor Code §512 | Sign | Onboarding | Employee electsNon-exempt | On day 1 | v1 2026-01-01 | |
| Technology & Social Media Acknowledgment California · EHM template | Sign | Onboarding | Everyone | On day 1 | v1 2026-01-01 | |
| Confidentiality & Proprietary Information Agreement California · Client's counsel · Bus. & Prof. Code §16600 | Sign | Onboarding | Counsel-drafted | On day 1 | v1 2026-01-01 | |
| Mutual Arbitration Agreement California · Client's counsel · FAA / AB 51 / EFAA | Sign | Onboarding | Counsel-draftedEmployee elects | On day 1 | v1 2026-01-01 | |
| FCRA Background Check — Disclosure & Authorization Federal · FED — FCRA / CA ICRAA · 15 U.S.C. §1681b(b)(2) | Sign | Onboarding | Everyone | Before the start date | v1 2026-01-01 |
Document definitions only — no employee data. Packets are assembled in HR-2 (onboarding) and HR-3 (offboarding) · retiring never deletes